investor toolkit
prepare an investor conversation around purpose, constraints and evidence. work through the examples, clarify your questions and keep the private detail in your own working copy.
free working documents
each seven-page workbook combines explanations, fictional worked examples, checks and two fillable working pages. download a pdf, use the full text edition or read every lesson online. no email or sign-in is required.
save a copy before filling it in and reopen the saved file to check your entries. your answers stay in your file; the workbooks do not send them to lab2sky.
7 pages · fillable pdf
define your intended impact, investment interests, liquidity constraints and decision process. includes an illustrative capital-planning exercise and a two-page conversation brief.
7 pages · fillable pdf
separate company assessment from manager diligence, examine claims and conflicts, and record what remains unverified. includes cash reconciliation and related-party examples.
lab2sky’s investment firm is in development. these are educational preparation tools, not personal financial advice, an offer or subscription documents. no payments or investment subscriptions are accepted here.
from reading to a decision
01
start with your intended impact, interests, constraints and decision process. distinguish what you prefer from what would prevent a commitment.
02
use the diligence workbook to separate company, manager and structure questions. assign checks and preserve unresolved matters.
03
share a concise introduction and your most important questions. retain personal financial and identity records until an appropriate process is agreed.
related reading
investment readiness
organise the commercial, financial, team and international-growth evidence for a considered series a conversation.
business models
understand recurring revenue quality through customer retention, delivery costs, collected cash and continuing impact.